Data Breach Notifications

Entity Information

  • Type of Organization: Financial Services
  • Entity Name: Evermay Wealth Management LLC
  • Street Address: 1776 Wilson Boulecard
  • City: Arlington
  • State, or Country if outside the US: VA
  • Zip Code: 22209

Submitted By

  • Name: Kris L. Sumner
  • Title: Chief Compliance Officer
  • Firm name (if different than entity):
  • Telephone Number: (703) 822-5696
  • Email Address: ksumner@evermaywealth.com
  • Relationship to entity whose information was compromised: Employee

Breach Information

  • Total number of persons affected (including residents): 515
  • Total number of Maine residents affected: 3
  • If the number of Maine residents exceeds 1,000, have the consumer reporting agencies been notified:
  • Date(s) Breach Occured: October 21, 20024
  • Date Breach Discovered: November 08, 2024
  • Description of the Breach:
    • Other
  • Information Acquired - Name or other personal identifier in combination with:

Notification and Protection Services

  • Type of Notification: Electronic
  • Date(s) of consumer notification: November 22, 2024
  • Copy of notice to affected Maine residents: sample_client_cyber_notification.pdf
  • Date of any previous (within 12 months) breach notifications:
  • Were identity theft protection services offered: No
  • If yes, please provide the duration, the provider of the service and a brief description of the service: